Artivion, Inc. 401(k) Review & Grade
Artivion, Inc. Profit Sharing 401(k) Plan
Kennesaw, GAProfessional, Scientific & Technical Services712 active participantsPlan year 2024✓ Auto-enroll
Estimate from the plan's Form 5500 filing · How we grade
$3,959Employer $ per active participant
$8,190Employee $ saved per active participant
0.17%Direct admin cost, % of plan assets
$101.7MNet plan assets, end of year
$102,246Average balance per account
Score breakdown
- Employer generosity31.8 / 5064th percentile for employer $ per participant
- Low cost15.0 / 2560th percentile for low admin cost vs. same-size plans
- Employee saving6.4 / 1543th percentile for employee $ per participant
- Plan features10 / 10Auto-enrollment, Default investment
Total score63 / 100 · Grade B
This plan vs. peers
Peers: Professional, Scientific & Technical Services plans with 500–2,499 active participants (1,469 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 64th |
| Lower admin cost | 60th |
| Employee saving | 43th |
| Peers that auto-enroll | 48% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Artivion put in about $3,959 per active participant, more than the typical peer ($3,082). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- The plan auto-enrolls employees. Check your default contribution rate. Defaults are often lower than what it takes to get the full match.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $2,818,570 |
| Participant (employee) contributions | $5,831,042 |
| Other contributions (incl. rollovers in) | $2,595,313 |
| Administrative expenses paid from the plan | $157,752 |
| Contract administrator fees | $300 |
| Investment advisory & management fees | $97,353 |
| Benefits paid out | $7,936,896 |
| Net assets, start / end of year | $86.4M / $101.7M |
| Active participants, start / end of year | 688 / 736 |
| Participants with account balances | 995 |
| Auto-enrollment (feature code 2S) | Yes |
| Auditor | Baker Tilly US LLP |
Largest service providers (Schedule C)
| Northwestern Mutual Wealth Mgmt Co | $89,328 reported compensation |
| Fidelity Investments Institutional | $60,399 reported compensation |
| Strategic Advisors, Inc. | $8,025 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20250929122444NAL0005021923001, received 2025-09-29, EIN 59-2417093, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.